This article is relevant if you need to get more control over the generation and distribution of NetSuite customer statements.

Background

NetSuite Customer Statements can be customized with the built-in Advanced PDF technologies. However, there are times when you can not get access to specific data elements you need — you need more reach and control. While the NetSuite SuiteScript API can give you full reach and control, there are much better ways to tackle this challenge.

In this article, I introduce a license-free tool we give to all of our clients to help them generate great-looking dynamic content. The customer statement is a great place to illustrate capacities that require no SuiteScript and is within the reach of NetSuite administrators.

Common NetSuite Customer Statement Enhancement Situations

Working with NetSuite since 2008, my firm has seen many requests for better customer statements. Here are some common ones:

1. Aging Categories: can we change the aging categories to ones that better fit our terms structures?
2. Customer Deposits: can we show customer deposits as part of the funds on file?
3. Hide Credit or Adjustment Transactions: can you hide credit memos or other transactions that we don’t want to be revealed to the customer?
4. Customer Hierarchies: can you show the customer tree and create subtotals with grand totals at the end?
5. Link to Transactions: can you supply a hyperlink to take the customer directly to the invoice or other transaction without having them log into NetSuite?
6. Statement / Invoice Package: can we send a customer statement with all the invoices behind it in a single PDF file?
7. File/Folder Name: can we get control over the name of the file and where we place it in the customer folder?
8. Send Late Reminders: can we automatically send out customer statements via email that are 30 days behind?

These requests are easy to solve when you have complete control over the information you gather to supply the template to ultimately generate the formatted content. Click here to see a full sample of Customer  Statement PDF.

Other Advanced NetSuite Customer Statement Elements

I have talked about other NetSuite Customer Statement capacities. See these articles:

1. Customer Statement Generation: learn how you can push well beyond NetSuite’s 100 statements-at-a-time generator.
2. Accept Credit Card Payments on Statement via The Web: learn how you can take a customer to website to pay with a credit card or ACH.
3. Customer Mini Statement with Customer Deposits: need to produce a retainer statement? See how you can add produce an invoice with a customer statement and advance money deposits.
4. Agings with Deposits: get an aging that contains customer deposit information.

The idea here is that you can become very creative once you have the power tools in your hands.

Content Renderer Engine Technology

The license-free tool is designed to allow you access to all the data elements inside (and outside) of NetSuite. We supply templates to help kickstart getting content generated which also serves to help NetSuite Administrators become self-sufficient. Here are some articles going back to 2015 illustrating we are not new to this game.  Here are some links to articles to help you learn more about the technology:

1. 2015 Article: Supercharge NetSuite Advanced PDF/HTML Templates
2. 2015 Article: Video: How to Extend Advanced PDFs with Content Renderer Engine
3. 2020 Article: Join Multiple NetSuite Saved Searches to Build a Data Universe
4. 2021 Article Content Renderer Engine 2.0 with NetSuite SuiteQL

Solve your Customer Statement Challenge

You can solve your customer statement generation and distribution challenge. It’s a matter of just using NetSuite as they envisioned:  a single database on one platform designed to be enhanced to fit your requirements. Thus, our license-free tool is built using NetSuite SuiteScript and takes advantage of all the capacities the platform offers.

If you found this article relevant, feel free to sign up for notifications to new articles as I post them. If you are ready to tackle your customer statement challenge, let’s have a conversation.

Marty Zigman

Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

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